MergerPlace

Licensed Swiss Asset Management Company

Lugano, Switzerland


  • Asking Price: $450,000
  • Gross Income: Not Disclosed
  • Cash Flow: Not Disclosed
  • Real Estate: Not Disclosed
  • Inventory: Not Disclosed
  • FF&E: Not Disclosed
  • Listing ID: #227039
  • Established: Not Disclosed
  • Employees:

Business Description

We have one turn-key, fully licensed Asset Management companies for sale

The company is grandfathered from the new rules until 1 January 2023.

We also have the following FINMA/SRO licensed companies for sale:

Swiss Asset Management companies (links below)
Swiss Cryptocurrency Exchange licenses (digital currency exchanges). We also can include the digital currency exchange platform for trading Bitcoin and other digital currencies
Swiss electronic payment processor /money transfer businesses
Swiss Trust for sale
Category: Banks & Other Financial Service
These are newly licensed companies with no revenues, no debt, no AUM. Ready for business.

See below, near bottom of this page, for links to more specific information on our currently available Swiss Asset Mangement companies for sale.

The License in Switzerland

The Swiss Asset Management company license in Switzerland is very broad, and is the closest thing to a banking license, without actually becoming a bank. A Swiss Asset Management Company engages in the professional management of the assets of private, institutional and corporate clients, on a discretionary or non-discretionary basis. Additionally, Swiss Asset Mangement companies can engage in other activities. Specifically, the license authorises the Company to:

carry out credit transactions (in particular in relation to consumer loans or mortgages, factoring, commercial financing or financial leasing);
provide services related to payment transactions, in particular by carrying out electronic transfers on behalf of other persons, or who issue or manage means of payment such as credit cards and travellers’ cheques;
trade for their own account or for the account of others in banknotes and coins, money market instruments, foreign exchange, precious metals, commodities and securities (stocks and shares and value rights) as well as their derivatives;
manage assets;
make investments as investment advisers; and
hold securities on deposit or manage securities.
Switzerland’s credibility for financial services and banking is unsurpassed. Owning a Swiss Asset Management & Fiduciary Company allows one to join the exclusive ranks of world’s most renowned and respected financial institutions. Switzerland’s reputation for quality and security in financial services is arguably the best in the world, and its regulatory regime is friendly


Business Details

Primary Business Category: Finance - Insurance Carriers & Related
Location: Switzerland
Metropolitan Area: Lugano

Company Information

Home Based: No
Franchise: No
Relocatable: No
Number of Employees:

Financial Information

Asking Price: $450,000
Seller Financing Available: No

Contact Business Seller

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Business Listed By:

Rick Brown

MergersCorp M&A International